Simplify integration with tax solution ISVs
Important
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| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Feb 2, 2024 |
Mar 15, 2024 |
Business value
Implementors in countries like the United States, and enterprise customers operating in many different tax jurisdictions, must often manage a large variety of tax rates and complex tax determination rules. In these cases, customers may look for ISV tax solutions with automatic tax rate determination and tax amount calculation. These tax solution providers build the integration with Dynamics 365 Finance to automate the tax determination and calculation. This feature provides one generic tax calculation API to ISV tax solution providers, which can significantly simplify the complexity of the integration, reduce the entry bar for ISV tax solution providers to build their own connectors, and provide Dynamics 365 Finance customers with more options.
Feature details
The following functions are supported in the Tax Calculation service to support tax determination and calculation with external tax solution providers:
- External tax rates API based on a unified tax data model. This data model can be extended.
- An ISV can configure the Tax Calculation service to define endpoints, parameters, mappings, and other required components to connect with an ISV tax solution.
- Configure credentials with Azure Key Vault, ISV tax solution parameters, and other required information to enable the ISV tax solution.
- Address validation.
- Tax tolerance validation for purchase invoices.
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See also
Connect to an external tax solution provider via the Universal Tax Rate API (docs)